Steno Signals #123 – The market is sniffing out a big liquidity increase
Happy Sunday from Copenhagen. Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity...
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Portfolio Watch: Investing Is a Winter Sport – and This Year Is No Different
Happy Friday from Copenhagen!We’re excited to announce the launch of our NEW portfolio tool next week, ahead of the revamp of our research...
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Bond Yield Watch: Yellen has decided to inflate the debt away. Position accordingly..
“I don’t have a hard-and-fast rule, but I would not like to see it drift above 2%.”— Janet Yellen on real interest costs, speaking to...
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China Watch: No more stimulus until the USD allows for it
It’s been almost a month since sentiment around China showed signs of life, spurred by attempts from the PBoC and the Finance Ministry to revive...
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The week at a Glance – The cleanest shirt in the dirty laundry
Happy Monday from Copenhagen. Our nowcasts of the US economy have proven useful in predicting the direction of incoming macro releases over the...
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